Research Library

Research Library

Practical guides for monitoring investment theses, watchlists, evidence, and AI-assisted research.

how to use AI for investment research

How to use AI for investment research without outsourcing judgment

A practical way to use AI for investment research while keeping the final judgment, evidence review, and thesis changes under your control.

Read article

investment thesis monitoring

How to monitor an investment thesis after you buy

A practical workflow for tracking evidence, reviewing assumptions, and deciding when a stock thesis needs another look.

Read article